Sandeep Nirvan

CEO

Ahmedabad, Gujarat, India22 yrs 3 mos experience
Highly Stable

Key Highlights

  • Over 18 years of experience in the financial sector.
  • Founder of Xpertvoice Financial, specializing in wealth management.
  • Certified Financial Planner with multiple advanced degrees.
Stackforce AI infers this person is a seasoned financial advisor specializing in wealth management and investment strategies.

Contact

Skills

Core Skills

Investment ManagementFinancial Planning

Other Skills

Corporate Portfolio ManagementCIO Advisory ServicesAIFCapital MarketsCorporate BondsEquity ResearchFixed-Income InvestingGovernment BondsInvestment StrategiesMutual FundsRatio AnalysisStock Market AnalysisPortfolio ManagersWealth ManagementFamily Wealth Management

About

With over 18 years of experience in the financial sector, I am a Promoter of Xpertvoice Finnovation Pvt Ltd. Apart from that I am an Investment and wealth Advisor who provides pinnacle investment advisory services to clients, helping them achieve their financial goals and optimize their returns. I have a CFP certification, MBA degrees in Investments from ICFAI and Executive Business Finance certificate from IIM Ahmedabad. Education and continuous learning equips me with the knowledge and skills to navigate the complex and dynamic financial market. I am also the founder of Xpertvoice Financial, a LLP that I created in 2011, where I used to deal in Mutual Funds, ULIPs, and Equity investments. I have a strong track record of delivering high-quality results and customer satisfaction, thanks to my expertise in Ratio Analysis, Microsoft Power Query, and LinkedIn Learning. I am passionate about learning new skills and staying updated with the latest trends and best practices in the financial industry, as evidenced by my three certifications from LinkedIn. I am motivated by the challenge and opportunity of helping clients achieve financial agility and security in a competitive and uncertain market.

Experience

Xpertvoice

4 roles

Chief Investment Planner

May 2025Present · 10 mos

Chief Executive Officer

Mar 2025Present · 1 yr

  • Private Investment Advisor to HNI, Family offices, Trusts and Businesses.
Corporate Portfolio ManagementCIO Advisory ServicesAIFCapital MarketsCorporate BondsEquity Research+11

Founder

Promoted

Feb 2024Mar 2025 · 1 yr 1 mo

  • Xpertvoice Investwell Pvt Ltd offers personalized financial planning and wealth management services rooted in integrity, expertise, and client-centricity. Our dedicated team focuses on understanding clients' goals to provide tailored services.
  • We offer holistic wealth management, customized services, and proactive portfolio management to support clients' financial journeys.
  • Xpertvoice aims to empower clients to achieve both financial and life goals through trust, expertise, and personalized financial planning.

Private Wealth Advisor

Jan 2022Present · 4 yrs 2 mos

Investment Management

Xpertvoice investwell pvt ltd

Promoter

Jan 2019Jan 2022 · 3 yrs · Noida, Uttar Pradesh, India

  • Dealing in Mutual Funds, Customised and boutique PMS and Equity investments.
  • We deal in private equity investment and startup funding for our investors with a proper value analysis and due diligence.
Investment ManagementFinancial PlanningFinancial Analysis

Indian air force (iaf)

2 roles

Financial Planning and Analysis Manager

Promoted

Jan 2004Jan 2022 · 18 yrs · India

Investment ManagementFixed-Income InvestingEquity ResearchMutual FundsCapital Markets

Ex Accountant of IAF

Jan 2004Jan 2019 · 15 yrs · India

  • Handled various portfolios and key roles
Investment Management

Education

Indian Institute of Management Ahmedabad

EPBF — Business Finance

Sep 2024Apr 2025

FPSB India

Investment planning specialist — Investment planning Specialist

Jun 2023Jan 2025

FPSB

CFP — Investments and Securities

Jan 2019Jan 2020

MSME - Development Institute - India

Diploma in Digital Marketing — Digital Marketing

Jun 2019Aug 2019

National Institute of Securities Markets (NISM)

Capital Market — Capital Market

Aug 2011Jul 2016

ICFAI University

Master of Business Administration - MBA — Investments and Securities

May 2014Jun 2016

The ICFAI UNIVERSITY - India

Master of Business Administration - MBA — Investments and Securities

Nov 2013Nov 2015

Annamalai University

Bachelor of Commerce - BCom — Accounting

Apr 2006May 2009

Government Polytechnic Lucknow

Higher National Diploma — Electrical Engineering Technologies/Technicians

Jan 2002Jan 2004

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